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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,808 | $138,114-66.1% | $125,391-62.7% | $134,545-65.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.34% | 750.88%-765.2pp | 572.41%-586.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $5,866 | $5,246+11.8% | $4,816+21.8% | $4,742+23.7% |
| Participant deferral / active EE | $5,400 | $7,801-30.8% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $565 | $11,570-95.1% | $10,009-94.4% | $11,431-95.1% |